I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).

And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.

So, my misfortune is your gain…

In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized.

Listen now.

Show highlights include:

• How to get more clients by offering them less than your competitors (1:39)
• 2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44)
• The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50)
• The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)
• Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28)
• 3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.

Here’s why:

After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 signs.

If you have even one of these 15 signs, you have to change it like your business depends on it. Because it does.

You might not like what you hear in this episode… but if you heed my advice, you might be able to succeed.

Only one way to know:

Listen now.

Show highlights include:

• The single most defeating mindset too many financial advisors have (2:30)
• How I can tell with near 100% certainty whether or not a financial advisor will succeed based on one word (3:47)
• Here’s the cold, hard truth you don’t want to hear about why your marketing falls on deaf ears (5:57)
• The “Reading Test” to use in all of your ads that naturally repels horrible clients (and makes your dream clients drool about working with you) (9:11)
• Why worrying about the compliance department puts the nail in your financial advice business's coffin (18:00)
• The fastest way financial advisors end up broke and embarrassed (and why this is far more common than you might think) (20:16)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.

Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't.

I had a few shocking discoveries… some that flew in the face of conventional wisdom and so-called “best practices”… and even noticed a couple boneheaded mistakes I was making.

In this episode, I share 5 of my biggest takeaways after analyzing 2,670 emails I sent.

If your emails aren’t converting like you want, today’s show is your solution.

Listen now.

Show highlights include:

• The “double-edged sword” email that has consistently been some of my highest converting emails (and why I personally don’t like this) (2:56)
• How to get higher open rates by breaking every rule Google and ChatGPT tell you about subject lines (4:45)
• The weird reason that increasing your unsubscribe rate is one of the most successful outcomes you can have (6:51)
• A boneheaded mistake I made for far too long in my emails (10:57)
• Why cramming value into your emails mutilates your conversion rate (14:18)
• 4 emotional ingredients your emails need if you want them to be opened, read, and purchased from (16:02)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them